Ruffer LLP Incresed Positions in Q1 2025

Ruffer LLP

  • $2.57 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
438K
+ 50.43%
$190.26 - $242.06 $83.3M - $106M
1.31M $248M
GOLD
Barrick Gold Corp

Basic Materials
157K
+ 1.53%
$15.45 - $19.56 $2.42M - $3.07M
10.4M $203M
BP
Bp PLC

Energy
302K
+ 14.11%
$29.93 - $35.31 $9.03M - $10.7M
2.44M $82.4M
WPM
Wheaton Precious Metals Corp.

Basic Materials
88.7K
+ 44.13%
$55.75 - $77.63 $4.95M - $6.89M
290K $22.5M
CSGP
Costar Group, Inc.

Real Estate
108K
+ 66.74%
$69.29 - $80.37 $7.5M - $8.7M
270K $21.4M
EQX
Equinox Gold Corp.

Basic Materials
1.17M
+ 194.52%
$5.09 - $7.16 $5.97M - $8.4M
1.78M $12.2M
NGD
New Gold Inc.

Basic Materials
2M
+ 166.92%
$2.54 - $3.71 $5.09M - $7.43M
3.2M $11.9M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
115K
+ 57.96%
$44.87 - $56.71 $5.15M - $6.51M
313K $15.2M
SU
Suncor Energy Inc

Energy
31.8K
+ 3.37%
$34.27 - $40.63 $1.09M - $1.29M
973K $37.7M
PPC
Pilgrims Pride Corp

Consumer Defensive
43.7K
+ 23.68%
$44.52 - $55.93 $1.95M - $2.45M
228K $12.4M
FOXA
Fox Corp

Communication Services
18.1K
+ 7.34%
$47.9 - $58.0 $865K - $1.05M
264K $15M
DAVA
Endava PLC

Technology
105K
+ 414.74%
$19.51 - $34.49 $2.05M - $3.62M
130K $2.54M
HPE
Hewlett Packard Enterprise CO

Technology
255K
+ 62.22%
$14.77 - $24.42 $3.77M - $6.23M
665K $10.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
16.9K
+ 73.78%
$103.02 - $140.69 $1.74M - $2.38M
39.8K $4.2M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
21.2K
+ 42.57%
$58.09 - $67.05 $1.23M - $1.42M
71.1K $4.27M
HRB
H&R Block Inc

Consumer Cyclical
19.1K
+ 23.98%
$49.96 - $55.97 $953K - $1.07M
98.6K $5.42M
PHM
Pultegroup Inc

Consumer Cyclical
13.1K
+ 45.01%
$101.09 - $118.51 $1.33M - $1.55M
42.2K $4.34M
GM
General Motors CO

Consumer Cyclical
30.8K
+ 50.84%
$45.22 - $54.92 $1.39M - $1.69M
91.3K $4.29M
KBH
Kb Home

Consumer Cyclical
21.9K
+ 51.28%
$57.73 - $70.05 $1.26M - $1.53M
64.5K $3.75M
MRK
Merck & Co., Inc.

Healthcare
18.1K
+ 24.84%
$83.01 - $101.02 $1.5M - $1.82M
90.7K $8.14M
GAU
Galiano Gold Inc.

Basic Materials
505K
+ 2.74%
$1.09 - $1.4 $550K - $707K
18.9M $23.5M
EXEL
Exelixis, Inc.

Healthcare
9.45K
+ 8.53%
$32.38 - $39.16 $306K - $370K
120K $4.44M
DORM
Dorman Products, Inc.

Consumer Cyclical
6.26K
+ 18.8%
$120.54 - $134.79 $754K - $844K
39.6K $4.77M
UTHR
United Therapeutics Corp

Healthcare
2.93K
+ 25.55%
$304.42 - $380.78 $890K - $1.11M
14.4K $4.43M
SNX
Td Synnex Corp

Technology
13.9K
+ 16.11%
$103.96 - $144.69 $1.45M - $2.01M
100K $10.4M
Integra Res Corp
112K
+ 3.59%
N/A
3.24M $0
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
12.7K
+ 19.96%
$43.82 - $58.86 $559K - $750K
76.6K $3.5M
BLBD
Blue Bird Corp

Consumer Cyclical
6.79K
+ 9.4%
$32.37 - $42.39 $220K - $288K
79K $2.56M
OC
Owens Corning

Industrials
4.12K
+ 13.41%
$137.83 - $191.19 $568K - $788K
34.9K $4.98M
MMS
Maximus, Inc.

Industrials
4.05K
+ 2.94%
$64.34 - $79.68 $261K - $323K
142K $9.65M
Activity Summary
Buys All Purchases 56 New Holdings 25 Increased Positions 31 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ruffer LLP Portfolio

Follow Ruffer LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruffer LLP, based on Form 13F filings with the SEC.

News

Stay updated on Ruffer LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email